Divergent Wealth Advisors’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $17M | Buy |
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|
2024
Q2 | $15.4M | Sell |
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|
2024
Q1 | $16.4M | Sell |
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|
2023
Q4 | $17.9M | Buy |
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|
2023
Q3 | $15.9M | Sell |
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|
2023
Q2 | $18.5M | Buy |
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|
2023
Q1 | $17.4M | Buy |
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|
2022
Q4 | $16.6M | Sell |
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|
2022
Q3 | $15.1M | Sell |
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|
2022
Q2 | $16.4M | Buy |
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|
2022
Q1 | $16M | Buy |
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|
2021
Q4 | $14.1M | Sell |
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|
2021
Q3 | $15.7M | Buy |
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|
2021
Q2 | $12.3M | Buy |
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|
2021
Q1 | $11.9M | Sell |
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|
2020
Q4 | $11.4M | Sell |
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|
2020
Q3 | $12M | Sell |
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|
2020
Q2 | $29.5M | Sell |
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|
2020
Q1 | $40.4M | Buy |
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|
2019
Q4 | $25.2M | Sell |
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|
2019
Q3 | $28.9M | Buy |
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|
2019
Q2 | $22.9M | Sell |
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|
2019
Q1 | $25.9M | Sell |
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|
2018
Q4 | $29M | Buy |
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|
2018
Q3 | $19.9M | Sell |
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|
2018
Q2 | $23.9M | Buy |
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|
2018
Q1 | $22.2M | Buy |
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|
2017
Q4 | $17.5M | Buy |
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